| Avion Wealth | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $588 | 0.00% | −10−90.9% | Reduced |
| NewSquare Capital LLC | 1 | $589 | 0.00% | −2−66.7% | Reduced |
| USA Financial Portformulas Corp | 1 | $589 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $589 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $1.18K | 0.00% | +2 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.77K | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 3 | $1.77K | 0.00% | +3 | New |
| Kelly Financial Services LLC | 3 | $1.77K | 0.00% | +3 | New |
| Authentikos Wealth Advisory, LLC | 3 | $1.79K | 0.00% | +3 | New |
| Albion Financial Group | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $2.35K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $2.64K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $2.75K | 0.00% | −1,226−99.6% | Reduced |
| Register Financial Advisors LLC | 5 | $2.94K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $3.53K | 0.00% | −3−33.3% | Reduced |
| Investors Research Corp | 6 | $3.53K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $3.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $3.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $3.53K | 0.00% | +2+50.0% | Added |
| Provenance Wealth Advisors, LLC | 6 | $3.53K | 0.00% | +6 | New |
| Evermay Wealth Management LLC | 7 | $4.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $4.77K | 0.00% | +8 | New |
| Central Bank & Trust Co | 9 | $5.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $5.30K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 9 | $5.30K | 0.00% | +9 | New |
| Blume Capital Management, Inc. | 10 | $5.89K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 10 | $5.89K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $5.89K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 10 | $5.93K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 11 | $6.47K | 0.00% | −19−63.3% | Reduced |
| Jones Financial Companies LLLP | 11 | $6.47K | 0.00% | −19−63.3% | Reduced |
| Wolff Wiese Magana LLC | 11 | $6.48K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $6.48K | 0.01% | +9+450.0% | Added |
| Covestor Ltd | 12 | $7.00K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $7.06K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 12 | $7.06K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $7.11K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 13 | $7.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $7.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $8.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $8.55K | 0.01% | +5+50.0% | Added |
| Sound Income Strategies, LLC | 15 | $8.83K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 15 | $8.83K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 15 | $8.83K | 0.01% | +6+66.7% | Added |
| Stone House Investment Management, LLC | 15 | $8.83K | 0.00% | +15 | New |
| VitalStone Financial, LLC | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,313 | $9.31K | 0.00% | +9,313 | New |
| Chesapeake Asset Management LLC | 16 | $9.42K | 0.01% | +16 | New |
| Lee Financial Co | 16 | $9.42K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $9.56K | 0.00% | +16 | New |
| Core Alternative Capital | 18 | $10.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $10.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $11.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $11.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $11.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $11.8K | 0.00% | +10+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 20 | $11.8K | 0.01% | +20 | New |
| Baystate Wealth Management LLC | 20 | $11.8K | 0.00% | −3−13.0% | Reduced |
| Archer Investment Corp | 21 | $12.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22 | $13.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 22 | $13.0K | 0.01% | +22 | New |
| Focused Wealth Management, Inc | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 23 | $13.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 25 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $14.7K | 0.00% | +2+8.7% | Added |
| Trifecta Capital Advisors, LLC | 25 | $14.7K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 26 | $15.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $15.9K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 28 | $16.5K | 0.00% | +28 | New |
| HBC Financial Services, PLLC | 30 | $17.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 29 | $17.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $17.1K | 0.00% | +25+625.0% | Added |
| Bell Investment Advisors, Inc | 29 | $17.1K | 0.00% | −1−3.3% | Reduced |
| Manchester Capital Management LLC | 29 | $17.1K | 0.00% | +5+20.8% | Added |
| Adirondack Trust Co | 30 | $17.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $17.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 31 | $18.2K | 0.00% | −340−91.6% | Reduced |
| Creative Financial Designs Inc | 31 | $18.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 31 | $18.4K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $19.4K | 0.00% | −2−5.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $20.1K | 0.01% | +34 | New |
| Larson Financial Group LLC | 34 | $20.2K | 0.00% | +1+3.0% | Added |
| Gradient Investments LLC | 35 | $20.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 35 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $20.6K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 35 | $20.6K | 0.00% | +35 | New |
| Ogorek Anthony Joseph | 37 | $21.0K | 0.01% | 00.0% | Unchanged |